Invesco S&P 500 Equal WeightRSPHETF
13F holders, Q3 2025 (September 30)166holders +2
10new positions
6sold out
1famous investor
$29.39avg. 13F price*
At the end of Q3 2025, 166 institutions reported holding Invesco S&P 500 Equal Weight (RSPH) in their 13F filings, up 2 from Q2 2025. 10 opened new positions and 6 sold out. The largest holders were HighTower Advisors, LLC ($66.7M), Morgan Stanley ($18.9M) and LPL Financial LLC ($12.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P 500 Equal Weight
- CUSIP
- 46137V332
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.3M |
| Exits | 6 | $1.9M |
All 13F filers, Q2 2025 → Q3 2025: 406,688 shares bought and 657,090 shares sold, net −250,402 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 166 holders
| HighTower Advisors, LLC | 0.08% | Add +1.0% | 2,267,935 | $66.7M |
| Morgan Stanley | 0.00% | Reduce -18.1% | 643,306 | $18.9M |
| LPL Financial LLC | 0.00% | Reduce -7.4% | 417,149 | $12.3M |
| Walled Lake Planning & Wealth Management, LLC | 4.00% | Add +1.5% | 413,772 | $12.2M |
| Bank of America Corp. | 0.00% | Reduce -1.4% | 396,004 | $11.6M |
| Royal Bank of Canada | 0.00% | Add +2.2% | 363,231 | $10.7M |
| MAI Capital Management | 0.06% | Reduce -0.2% | 328,844 | $9.7M |
| JPMorgan Chase & Co. | 0.00% | Add +0.2% | 328,625 | $9.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.5% | 307,527 | $9.0M |
| Federation des caisses Desjardins du Quebec | 0.03% | Reduce -10.2% | 265,240 | $7.8M |
| Wells Fargo & Company | 0.00% | Reduce -17.2% | 179,744 | $5.3M |
| Bank of Montreal | 0.00% | Reduce -1.1% | 174,603 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Add +12.5% | 154,816 | $4.5M |
| Fca Corp. | 1.19% | Add +3.8% | 145,355 | $4.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.2% | 126,530 | $3.7M |
| PGIM Custom Harvest LLC | 0.06% | Reduce -2.9% | 125,985 | $3.7M |
| Friedenthal Financial | 1.87% | Add +12.1% | 123,188 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.0% | 121,112 | $3.6M |
| Focus Financial Network, Inc. | 0.13% | Reduce -2.0% | 119,653 | $3.5M |
| Cetera Investment Advisers | 0.00% | Add +6.2% | 117,560 | $3.5M |
| Joseph P. Lucia & Associates, LLC | 1.29% | Reduce -0.6% | 116,745 | $3.4M |
| Farther Finance Advisors, LLC | 0.05% | Reduce -6.3% | 116,035 | $3.4M |
| National Bank of Canada | 0.00% | Add +1954.6% | 108,792 | $3.2M |
| Creative Planning | 0.00% | Reduce -11.1% | 105,010 | $3.1M |
| Rainey & Randall Wealth Advisors Inc. | 0.45% | Reduce -10.9% | 91,030 | $2.7M |
| UBS Group AG | 0.00% | Reduce -39.6% | 82,468 | $2.4M |
| Cahill Financial Advisors Inc. | 0.25% | Add +0.1% | 75,289 | $2.2M |
| Cornerstone Advisory, LLC | 0.21% | Reduce -5.8% | 74,270 | $2.2M |
| Yoder Wealth Management, Inc. | 0.99% | Add +6.6% | 70,996 | $2.1M |
| Stelac Advisory Services LLC | 0.71% | No change | 70,061 | $2.1M |
| Berger Financial Group, Inc | 0.12% | Reduce -7.8% | 69,810 | $2.1M |
| Sykon Capital LLC | 0.68% | New | 69,021 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +15.0% | 61,769 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.09% | Add +2.9% | 61,067 | $1.8M |
| Peak Financial Management, Inc. | 0.47% | Reduce -11.8% | 59,975 | $1.8M |
| Coastal Bridge Advisors, LLC | 0.13% | Add +194.8% | 59,055 | $1.7M |
| Hartford Financial Management Inc. | 0.44% | Reduce -10.0% | 56,107 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +28.0% | 50,908 | $1.5M |
| Walker Asset Management, LLC | 0.71% | Add +5.0% | 43,339 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.3% | 41,097 | $1.2M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | No change | 40,020 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -11.5% | 39,652 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Reduce -6.5% | 40,304 | $1.2M |
| Ironsides Asset Advisors, LLC | 0.29% | Add +0.0% | 37,632 | $1.1M |
| Biltmore Family Office, LLC | 0.16% | No change | 37,200 | $1.1M |
| Pettinga Financial Advisors LLC | 0.20% | Reduce -33.8% | 35,160 | $1.0M |
| Red Mountain Financial, LLC | 0.94% | Reduce -1.1% | 31,678 | $931K |
| LM Advisors LLC | 0.13% | Reduce -8.4% | 31,573 | $928K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -9.2% | 31,469 | $925K |
| Acorn Wealth Advisors, LLC | 0.29% | Reduce -21.9% | 31,106 | $914K |
| Citadel Advisors | 0.00% | Reduce -56.7% | 30,295 | $890K |
| Optas, LLC | 0.15% | Reduce -0.5% | 30,245 | $889K |
| Empirical Asset Management, LLC | 0.24% | Reduce -1.9% | 29,210 | $858K |
| UMB Bank, n.a. | 0.01% | No change | 29,000 | $852K |
| Lido Advisors, LLC | 0.00% | Reduce -9.6% | 28,943 | $851K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -3.6% | 28,122 | $827K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.4% | 27,448 | $807K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -36.3% | 26,527 | $780K |
| &partners | 0.01% | Add +0.6% | 26,525 | $780K |
| Corient Private Wealth LP | 0.00% | Add +9.9% | 26,101 | $767K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.5% | 25,103 | $738K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -1.2% | 24,715 | $726K |
| HHM Wealth Advisors, LLC | 0.08% | Add +7.2% | 23,195 | $682K |
| Allworth Financial LP | 0.00% | Reduce -4.6% | 22,888 | $673K |
| Choreo, LLC | 0.01% | No change | 22,780 | $670K |
| Sensible Money, LLC | 0.22% | No change | 21,825 | $641K |
| Mariner, LLC | 0.00% | Add +0.0% | 21,524 | $633K |
| Susquehanna International Group, LLP | 0.00% | Add +4.5% | 20,964 | $616K |
| Harbor Asset Planning, Inc. | 0.50% | Reduce -1.5% | 18,963 | $557K |
| FMR LLC | 0.00% | Add +5.7% | 18,089 | $532K |
| Clearstead Advisors, LLC | 0.01% | No change | 17,945 | $527K |
| Blue Sky Capital Consultants Group, Inc. | 0.23% | Reduce -30.5% | 17,870 | $525K |
| Asset Dedication, LLC | 0.03% | No change | 17,685 | $520K |
| Quantinno Capital Management LP | 0.00% | Add +15.2% | 17,512 | $515K |
| CRA Financial Services, LLC | 0.07% | Reduce -4.2% | 16,392 | $482K |
| Kovack Advisors, Inc. | 0.04% | Reduce -11.7% | 15,856 | $466K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 15,640 | $460K |
| DHJJ Financial Advisors, Ltd. | 0.15% | No change | 14,816 | $435K |
| Principal Securities, Inc. | 0.01% | Add +5.7% | 14,799 | $435K |
| Silver Oak Securities, Incorporated | 0.03% | Add +3909.6% | 14,194 | $417K |
| McAdam, LLC | 0.02% | Reduce -76.9% | 13,297 | $391K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.0% | 13,236 | $389K |
| IHT Wealth Management, LLC | 0.01% | Add +24.3% | 12,980 | $381K |
| Hilltop Holdings Inc. | 0.02% | Reduce -3.1% | 12,935 | $380K |
| Stifel Financial Corp. | 0.00% | Reduce -9.1% | 12,828 | $377K |
| Koshinski Asset Management, Inc. | 0.03% | No change | 12,705 | $373K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -6.9% | 12,350 | $363K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -18.8% | 12,340 | $363K |
| DAVENPORT & Co LLC | 0.00% | Reduce -20.6% | 11,650 | $342K |
| Cooper Financial Group | 0.04% | No change | 11,492 | $338K |
| Cerity Partners LLC | 0.00% | Add +23.8% | 11,292 | $332K |
| Advisory Services Network, LLC | 0.00% | Reduce -0.0% | 10,852 | $319K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 10,736 | $316K |
| Perissos Private Wealth Management, LLC | 0.22% | Reduce -16.0% | 10,480 | $308K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -0.8% | 10,479 | $308K |
| Shorepoint Capital Partners LLC | 0.06% | — | 10,300 | $303K |
| StoneX Group Inc. | 0.01% | Reduce -1.0% | 10,015 | $294K |
| One Charles Private Wealth Services, LLC | 0.07% | No change | 8,980 | $264K |
| Equitable Holdings, Inc. | 0.00% | No change | 8,550 | $251K |
| Wagner Wealth Management, LLC | 0.06% | Add +0.2% | 8,354 | $246K |
"% of holder's portfolio" is RSPH's weight in each manager's 13F, not the share of Invesco S&P 500 Equal Weight the manager owns.